Monday, November 28, 2011

HEAT – SETTING THE ACTIVITY LOG PREFERENCES

Activity Log preferences allow you to define which items and fields (called Watch Fields) the Activity Log records.


To Set Activity Log Preferences:

1. Log into HEAT Administrator, select Defaults>Activity Log>Preferences from the menu bar. The Activity Log Preferences dialog box opens.

2. Select the item(s) you want the Activity Log to record:

  • Auto logging-Call Logging - Enables Call Logging to automatically generate entries in the Activity Log.
  • Auto logging-Auto Ticket Generator - Enables the Auto Ticket Generator to automatically generate entries in the Activity Log.
  • Auto logging- Auto Escalation - Enables Auto Escalation to automatically generate entries in the Activity Log.
  • Log unsaved activities - Tracks abandoned activities from the Call Log, Detail, Assignment or Journal forms.
  • Confirmation on Call Close - Tracks closed Call Records.
  • Allow Log Changes to Closed Calls - Tracks changes made to closed Call Records.
3.  Select the field(s) you want to track. Tracked fields are called Watch Fields.

4. Type a label for each Watch Field (reports refer to fields by Watch Field number). The label appears in Call Logging>View>Activity Log as well as on the Edit Activity Log Record dialog box.

5. Click OK..

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